Whalen

Accounting for Legal Practices · Ohio, United States · 11-50 Employees

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Overview

Headquarters

250 W Old Wilson Bridge Rd Ste 300, Wort...

Phone Number

(614) 396-4200

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
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1

About Whalen

Whalen CPAs is a full-service CPA firm established in 1945, located in Dublin, Ohio, offering a wide range of services including tax, accounting, audit, and business advisory. The firm caters to various industries such as architecture, construction, healthcare, and nonprofit organizations, focusing on building long-term relationships with clients. Whalen CPAs emphasizes personalized service and proactive communication to ensure clients receive tailored support and guidance. Their mission is to simplify accounting processes, providing peace of mind to businesses and individuals alike.Explore more
Whalen's Social MediaPopular SearchesWhalen & CoWhalenWhalen CPAsSIC Code 87,872NAICS Code 54,541Show more

Whalen Org Chart

LS
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President & Chief Executive Officer

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MM
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Director, Tax Services

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JC
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Director, Innovation & Marketing

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MN
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Manager, Tax Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Whalen

<$5M
11-50
Private
<$5M
1945
LS
Lisa ShunesonPresident & CEO
$20M
51-200
Private
<$5M
2002
David Krueger, Chief Operations Officer at Tax Tiger
David KruegerChief Operations Officer
$8M
11-50
Private
<$5M
1980
AR
Alvan RaabManager, Tax
<$5M
11-50
Private
-
1998
II
Ivan IzcovichDirector, Rcbm Area Business Consulting
<$5M
11-50
Private
<$5M
2005
MB
Mason BowmanVice President and Owner
<$5M
11-50
Private
-
2012
RG
Ramuel GamezFull Manager Bookkeeper
<$5M
1-10
Private
-
1983
AS
Andrew SiegermanManaging Partner
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Whalen is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Whalen is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Whalen.

Whalen financials insights

Gather financial insights about Whalen, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Whalen's Financials Insights

Whalen Tech Stack

A closer look at the technologies used by Whalen

Most Recent Scoops

Hiring Plans
Whalen has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: QuickBooks.
Hiring Plans
Facilities Relocation / Expansion
Whalen is planning to move offices in November 2024. The move will impact employees at the existing office located at 250 W Old Wilson Bridge Rd, Worthington, OH.
Facilities Relocation/Expansion
Funding
Whalen has received an SBA PPP loan for $350,000-1 million from CNB Bank, supporting the retention of 28 jobs.
Funding
See more scoops

Whalen News & Media

  • Whalen & Company Joins Accounting Association CPAmerica

    Whalen & Company, CPAs, headquartered in Worthington, Ohio, has joined CPAmerica, Inc., an accounting association of independent, certified public accounting firms that provides shared best... (PRWeb January 17, 2019) Read the full story at https://www.prweb.com/releases/whalen_company_joins_accounting_association_cpamerica/prweb16043314.htm
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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Whalen

What is Whalen's official website?
Whalen's official website is www.whalencpa.com
What is Whalen's Revenue?
Whalen's revenue is <$5 Million
What is Whalen's SIC code?
Whalen's SIC: 87,872
What is Whalen's NAICS code?
Whalen's NAICS: 54,541
How many employees does Whalen have?
Whalen has 11-50 employees
What industry does Whalen belong to?
Whalen is in the industry of: Accounting for Legal Practices, Business Services
What is Whalen competition?
Whalen top competitors include: Robins , Eskew , Smith & Jordan, Tax Tiger, Rcbm Group, M And M Financial Consulting
What technology does Whalen use?
Some of the popular technologies that Whalen uses are: WordPress.org, PHP, Cloudflare Website Optimization, AppRiver
How do I contact Whalen?
Whalen contact info: Phone number: (614) 396-4200 Website: www.whalencpa.com
What does Whalen do?

Whalen CPAs is a full-service CPA firm established in 1945, located in Dublin, Ohio, offering a wide range of services including tax, accounting, audit, and business advisory. The firm caters to various industries such as architecture, construction, healthcare, and nonprofit organizations, focusing on building long-term relationships with clients.... Whalen CPAs emphasizes personalized service and proactive communication to ensure clients receive tailored support and guidance. Their mission is to simplify accounting processes, providing peace of mind to businesses and individuals alike.Read More

What are Whalen social media links?
Whalen Linkedin page Whalen Twitter page Whalen Facebook page
Is Whalen a public company?
Whalen is private company therefore does not currently have an official ticker symbol
See more information about Whalen

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